Hillis Financial Services Hosts 2015 Mid-Year Economic and Investment Outlook Event

Hillis Financial Services, a San Jose-based independent wealth management firm, recently hosted their annual Mid-Year Economic Outlook event at the Golf Club at Boulder Ridge in San Jose. On July 21st nearly 100 clients and guests attended the event featuring guest speaker William Rechter, CFA, Senior Vice President and Client Portfolio Manager at Fred Alger Management. Hillis Financial Services President John L. Hillis, Executive Vice President Caroline Delaney and Senior Vice President Henry Goldstone have hosted these events bi-annually for over a decade as a way to educate clients and keep them up-to-date with the current state of the markets.

Rechter has over 42 years of investing experience and focused his presentation on the numerous reasons that investors should be optimistic about the future of the current markets. He focused heavily on market expectations and volatility given the Federal Reserve’s recent anticipation to raise rates. Ultimately, attendees gained invaluable insight on recent and future market fluctuations.

“At Hillis Financial Services, we believe every person has a right to understand the market, risks and returns,” said Hillis. “We place an emphasis on educating clients and the local community because we firmly believe that a thorough understanding of today’s markets will help to establish a more secure future for those we work with.”

Hillis Financial Services has been a trusted San Jose wealth management firm since 2001. Mr. Hillis has more than 40 years of experience providing financial planning and asset management advice to individuals, corporate executives and business owners.

About Hillis Financial Services

Hillis Financial Services is an independent, personal wealth planning firm focused on managing the “irreplaceable assets” of its clients, families and individuals, many of whom are small business owners. The firm uses a conservative approach to its proactive client portfolio management, believing that managing downside risk can be more important in today’s economy than seeking upside growth. As independent representatives of LPL Financial, the financial professionals at Hillis Financial Services, primarily provide unbiased fee-based advice and services including personal financial, retirement, education, tax and estate planning; long-term care, charitable giving as well as risk management. The financial professionals build customized asset allocation portfolios of stocks, bonds and alternative investments for their clients. The team has more than 70 years collective experience in managing portfolios, and many clients have been with the firm’s advisors for more than 30 years. The firm is based in San Jose, California. For more information, please visit www.hillisfinancial.com. The financial professionals at Hillis Financial Management are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Hillis Financial Services, Fred Alger Management, and LPL Financial are separate entities.